Independent Advisor Alliance - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 460 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$3,712,124
+118.5%
79,745
+126.0%
0.17%
+124.0%
Q2 2023$1,699,244
+199.4%
35,283
+176.3%
0.08%
+177.8%
Q1 2023$567,460
+22.0%
12,772
+14.2%
0.03%
-83.1%
Q4 2022$465,15811,1790.16%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Heritage Wealth Management, Inc./Texas 813,615$37,873,62134.38%
G2 CAPITAL MANAGEMENT, LLC / OH 1,645,694$76,607,06334.38%
ML & R WEALTH MANAGEMENT LLC 2,314,812$107,754,50928.14%
Flagstone Financial Management 1,221,479$56,859,85626.01%
Colony Family Offices, LLC 937,930$43,660,64218.63%
Index Fund Advisors, Inc. 6,005,709$279,565,74518.57%
Disciplined Equity Management, Inc. 453,266$21,099,53317.64%
Root Financial Partners, LLC 660,855$30,762,81016.29%
Wealthstream Advisors, Inc. 671,873$31,275,68316.15%
KM Capital Management Ltd. 506,221$23,564,61216.12%
View complete list of DIMENSIONAL ETF TRUST shareholders